HNW Guided Portfolios are portfolios of direct shares and exchange traded funds, managed by HNW Planning’s Investment Committee with guidance from external asset consultants. Changes to the Guided Portfolios are put forward by HNW Planning for client acceptance. A guided portfolio is a strategy, it is not a product. They offer:
February 2024
Reporting Season – Medibank Private
Medibank Private (MPL): This morning, Australia's largest health insurer reported their half-year 2024 results, which were messy due to the write-back of provisions taken in 2020 relating to an expected surge [...]
Reporting Season – Mineral Resources
Mineral Resources (MIN): This morning, the diversified miner and mining services company reported their first half of 2024 results, which were far better than lithium competitors and showed the advantage of [...]
Reporting Season – The Lotteries Corporation
The Lotteries Corp (TLC), Australia's largest lottery operator, released their half-year results for 2024 this morning, demonstrating that the house (and investors in TLC) always wins. The Atlas Growth Portfolio [...]
Reporting Season – Sonic Healthcare
Sonic Healthcare (SHL). This morning, global pathology company SHL reported their first half of 2024 profit results, which came in below market expectations. These were an eagerly awaited set of results [...]
Portfolio Update – ANZ-Suncorp Merger Approved by ACCC
ANZ/SUN Marital Background: In July 2022, Suncorp announced that they had come to an agreement to sell the Suncorp Bank to ANZ, conduct a $3-3.50 capital return to shareholders and [...]
Reporting Season – Lendlease
Lendlease (LLC), the multinational construction and asset management company, reported this morning with mixed results today, with this being their second year of changing the business to an investment-led company from [...]
